Asymmetrical Bets
Digestible, Institutional Grade Investment Research.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 66 | Founded | 7 months ago | Last Issue | 16 days ago |
| Active | |||||
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asymmetricalbets.substack.comLatest Issues
From $69B to $148B: The AI Optics TAM Just Doubled
Goldman Sachs doubled its 2028 forecast in five months. We break down what changed, how 1.6T and 3.2T modules affect the market and, who can supply it.
Optical industry has been one of those sectors, that we’ve been covering since the star...
The Anthropic Playbook: What To Buy, When To Sell
Specific stocks related to Cerebras and SpaceX went on 100%+ runs right before these IPOs. In this article we disclose best companies you can own before Anthropic lists.
Back in June, we wrote about Anthropic proxy play, naming three bigge...
$CIEN: Record Quarter, Record Selloff
#1 in data center interconnect with $10B in backlog. But the stock is at a 6-month low.
We’ve talked about Ciena in the past, and it’s one of our best performing positions in our portfolio on AutoPilot called “Photonics Is Next”, because w...
$CRDO: The AI Buildout Comes Down To The Wire
5 of 6 hyperscalers as customers, and 88% AEC share. Company breakdown and Q1 earnings analysis.
is one of just 4 stocks in our hyper-concentrated $18M Asymmetrical Bets fund, which holds at any given time the handful of stocks we believe...
$55M Portfolio + Positions Update: +18.4% In August
Our strategies returned 18.4% this month after momentum bounced back from July. Here’s what delivered and how were thinking about the market.
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Digestible, Institutional Grade Investment Research.
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